PlanSource Elite CoSource Partner

Why You’re Special

The Elite Partner program is for partners that generate and exceed certain business thresholds, and PlanSource rewards your commitment with pricing and service benefits. These benefits are designed specifically to help partners win and grow business.

How We Work Together

You own the overall business and technical relationship with your customers, including acting as the point of contact for the PlanSource system. In the CoSource model, PlanSource provides certified training and tier two support to you as needed.